The Private Jet: Wealth Management’s Most Expensive Blind Spot

Published on April 27, 2026

Private aviation is a tax decision, a capital decision, an operating decision and a reputational decision, all at once.

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Dallas Fed Manufacturing: Mixed Perceptions in April

April 27, 2026
The Dallas Fed released its Texas Manufacturing Outlook Survey (TMOS) for April. The general business activity index fell 2.1 points to -2.3, indicating slightly worsening business conditions.

Robbing Peter to Pay Paul: A(nother) Look at Tax Aware Long/Short Direct Indexing

April 27, 2026
It’s tax season, and we’ve been reading a lot about taxes — and strategies for mitigating them. In this note, we’ll take a close look at one such strategy, known as leveraged long/short direct index tax-loss harvesting (LSDI), and explain how investors being pitched the strategy can assess whether it’s right for them.